See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,288 | $60,989-94.6% | $60,874-94.6% | $66,914-95.1% |
| Participation rate | 26.9% | 74.5%-47.6pp | 73.1%-46.2pp | 69.8%-42.9pp |
| Annual return | 0.00% | -9.60%+9.6pp | 16.90%-16.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,066 | $3,615-70.5% | $3,817-72.1% | $4,237-74.8% |
| Admin fee / account holder | $3 | $338-99.1% | $3,224-99.9% | $593-99.5% |